Customer Reviews

Jim made me aware of the GPO changes and increase to my social security benefit before it was making news. He really knows his stuff with Social Security! I recommend working with M1.

Jim was amazing with running a social security report for my husband! It’s sometimes scary when thinking about the future as a small business owner, but Jim was so helpful and really helped paint a picture of my husband & my road to retirement. Thanks again!

Jim reviewed my union retirement package and showed me that I was in the best possible position. I appreciated his low pressure approach. I would certainly seek out his expertise if my situation changes.

I am pleased to highly recommend M1 for their exceptional services in Social Security benefits management. Their deep expertise, professionalism, and client-centered approach make them a standout firm in a field that requires precision, up-to-date knowledge, and a compassionate touch. Being a retired public employee with a pension, Jim walked me through the complexities, recent changes, and what is afforded to me. What truly sets M1 apart is their commitment to their clients. They take the time to understand each individual’s situation and needs, ensuring tailored solutions that maximize benefits and reduce stress. M1 is a trusted partner you can rely on.

“The social security report is worth the cost. It helped provide a ton of clarity on where exactly we stood moving forward. Jim and M1 were great!”

I thought I knew social security, but I’m glad I met with Jim. He set with me up with the social security planning I was hoping for and opened me up to a couple of options I hadn’t considered. I highly recommend it.

I’m so grateful I met up with Jim! Just when I thought I knew what I needed for Social Security I was way off. Highly recommend contacting him!

“I thought I knew social security, but I’m glad I met with Jim. He set me up with the social security planning I hadn’t thought of, it’s worth it!”